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Portfolio (Quarterly) Guide ↗

Arkadios Wealth Advisors

· CIK 0001800798
13F Portfolio $6.6B AUM 3,515 positions Filed Aug 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 209 New 693 Added 692 Reduced 138 Exited
Page 87 of 89  ·  1,765 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1721 CMPX COMPASS THERAPEUTICS INC COM Healthcare 21,464.0 $47K 0.00% NEW $2.19 +9.1%
1722 DOCU CALL DOCUSIGN INC COM Technology 1,000.0 $44K 0.00% $44.42 +35.1%
1723 LRCX PUT LAM RESEARCH CORP COM NEW Technology 100.0 $43K 0.00% NEW $433.33 -24.3%
1724 TLT CALL ISHARES 20 YEAR TREASURY BOND ETF 500.0 $43K 0.00% $86.42 -5.5%
1725 RXRX RECURSION PHARMACEUTICALS INC CL A Healthcare 11,650.0 $43K 0.00% -24K -66.9% $3.67 -15.8%
1726 CSCO CALL CISCO SYS INC COM Technology 300.0 $35K 0.00% $117.46 -5.0%
1727 XRX XEROX HOLDINGS CORP COM NEW Technology 10,586.0 $33K 0.00% -43K -80.3% $3.13 -5.1%
1728 MRVL CALL MARVELL TECHNOLOGY INC COM Technology 100.0 $30K NEW $297.89 -27.5%
1729 OXSQ OXFORD SQUARE CAP CORP COM Financial Services 22,036.0 $29K +819.0 +3.9% $1.32 +9.1%
1730 OKLO CALL OKLO INC COM CL A Utilities 500.0 $26K +400.0 +400.0% $52.33 -21.0%
1731 MSTR CALL STRATEGY INC CL A NEW Technology 300.0 $26K -200.0 -40.0% $86.93 +6.4%
1732 AI FINL CORP COM 43,520.0 $25K $0.59
1733 NAK NORTHERN DYNASTY MINERALS LTD COM NEW Basic Materials 12,500.0 $24K +2K +25.0% $1.92 -18.2%
1734 NFLX CALL NETFLIX INC. COM Communication Services 300.0 $21K $71.40 +8.9%
1735 IONQ CALL IONQ INC COM Technology 400.0 $21K NEW $53.26 -17.2%
1736 MS PUT MORGAN STANLEY COM NEW Financial Services 100.0 $21K $209.04 +4.1%
1737 MARA CALL MARA HOLDINGS INC COM Financial Services 1,500.0 $21K $13.89 -35.5%
1738 BEEP MOBILE INFRASTRUCTURE CORP COM SHS Real Estate 15,072.0 $21K NEW $1.38 +85.5%
1739 HOOD CALL ROBINHOOD MKTS INC COM CL A Financial Services 200.0 $20K $100.28 -8.7%
1740 IAUX I-80 GOLD CORP COM Basic Materials 13,243.0 $19K $1.44 +9.7%
Page 87 of 89  ·  1,765 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 34.2%
Financial Services 17.9%
Healthcare 9.2%
Industrials 8.7%
Consumer Cyclical 7.6%
Communication Services 7.4%
Consumer Defensive 5.2%
Energy 4.0%
Utilities 2.8%
Basic Materials 1.6%